TELUS

Instant Software

Constellation Financing Systems

Novex

Securefact

White Clarke

eOriginal

Capital Market

Form Creation

Transform static documents into interactive web-based, smart forms, which reduce errors and assist in data collection.

Contract Management

Assume complete control over the contract process with Agreement Manager and its comprehensive toolset.

Signatures

We evolved our PKI-based digital signature into the interactive agreement sphere while maintaining its security and flexibility.

Electronic Subscription Agreements

With the flow of paper increasing, financial services vendors need a 21st century solution that streamlines business processes and improves the customer experience. With Recombo's Agreement Express, paper-based Equity or Fixed Income Subscription Agreements for New Issues requiring signatures are completed via email with an auditable and legally binding digital signature, and documents are managed with a comprehensive web-based platform for tracking and managing subscription agreements.

• Agreement Express replaces the traditional delivery method (Fax) and tracking method (Excel Spreadsheet) of paper subscription agreement documents with electronic subscription agreements and digital signatures.


• By automating manual, paper-based processes such as document management, administrative costs and processes are significantly reduced.


• Our centralized web-based Agreement Manager simplifies the transaction tracking process and facilitates the management of relationships & information-sharing across multiple offices.


• View real-time reports on outstanding agreements and automatically send electronic reminders.


• Auto-Fill of client information on subscription agreements means no more missing information on returned agreements and eliminates the need for error checking.